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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Driscoll is a financial advisor with Cetera Investment Advisers LLC. Todd has been in the financial services industry since 2000. Todd has experience in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Todd holds a Series 7, Series 10, Series 24, Series 31, Series 63, and Series 65 licenses. Todd is also a registered Investment Adviser Representative in the state of Texas. Todd is committed to providing his clients with personalized financial advice and services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/06/2022 - Present
Cetera Investment Advisers LLC (CONROE TX)
TX
08/16/2021 - 05/24/2022
PNC INVESTMENTS (CONROE TX)
TX
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (MONTGOMERY TX)
TX
08/13/2008 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (CONROE TX)
TX
04/11/2008 - 07/29/2008
GUARANTY BROKERAGE SERVICES, INC. (HOUSTON TX)
TX
01/21/2004 - 03/17/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (HOUSTON TX)
NE
10/12/2000 - 01/07/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IL
04/14/1999 - 08/30/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
07/17/1998 - 01/27/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 9/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 5/19/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/6/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 7/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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